Privacy Policy

At Martin Perez & Sons, LLP, we value your trust and are committed to protecting your privacy. This Privacy Policy explains how we handle your nonpublic personal information in connection with the services we provide.

 

Information We Collect

 

We collect nonpublic personal information about you from the following sources:

 

• Information we receive from you on applications, tax organizers, worksheets, and other documents;
• Information about your transactions with us, our affiliates, or others;
• Information we receive from a consumer reporting agency.

 

Information We Disclose

 

We do not disclose any nonpublic personal information about our current or former clients to anyone, except as permitted by law.

 

Examples of situations where disclosure may be permitted by law include:

 

• To comply with a valid legal process, regulation, or government request;
• To cooperate with regulatory authorities;
• To protect against fraud or unauthorized transactions;
• To provide services you have requested, but only with proper safeguards in place.

 

Our Security Practices

 

We restrict access to nonpublic personal information about you to those members of our firm who need to know that information in order to provide services to you. We maintain physical, electronic, and procedural safeguards that comply with federal regulations to guard your nonpublic personal information.